Defined Benefit (Pension) · DOL Form 5500 · 2023

St. Marys Medical Center Pension Plan

Data updated 2026-08-25

$154M
Total assets Near avg plan size
907
Participants Near avg headcount
94th
Percentile by assets National rank
$169,567
Avg per participant Above avg balance/head
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Official DOL plan name: Retirement Plan for Employees of St. Mary's Medical Center · Sponsored by St. Marys Medical Center · West Virginia · Healthcare & Social Assistance

$154M in assets, 907 participants

St. Marys Medical Center's Retirement Plan for Employees of St. Mary's Medical Center reported $154M in total assets and 907 participants in its 2023 DOL Form 5500 filing, ranking in the 94th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #16,701 in Healthcare & Social Assistance (17,684 peers)

Where Retirement Plan for Employees of St. Mary's Medical Center sits by assets

Retirement Plan for Employees of St. Mary's Medical Center sits in the top 10% of all filed plans by assets, $154M for 907 participants (~$169,567/participant), up 11.6% in 2023.

#16,701
in Healthcare & Social Assistance (17,684 peers)
+11.6%
assets growth YoY
1.5×
vs typical plan assets (national mean)

Retirement Plan for Employees of St. Mary's Medical Center's outsized position by total assets

Retirement Plan for Employees of St. Mary's Medical Center vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$153,797,221 Top 6% higher than 94% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Retirement Plan for Employees of St. Mary's Medical Center among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Retirement Plan for Employees of St. Mary's Medical Center sits mid-pack in the medium band (907 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Retirement Plan for Employees of St. Mary's Medical Center reported net income rose from -$13M in the plan year 2022 filing to $16M in the plan year 2023 filing.
  • Retirement Plan for Employees of St. Mary's Medical Center end-of-year assets rose from $138M in the plan year 2022 filing to $154M in the plan year 2023 filing.
  • Retirement Plan for Employees of St. Mary's Medical Center reported participants fell from 987 in the plan year 2022 filing to 907 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 550357050 · St. Marys Medical Center PY 2023 · Defined Benefit (Pension)

Retirement Plan for Employees of St. Mary's Medical Center · $154M · 907 · 94th

  • IND $154M
  • IND 907
  • IND 94th
  • IND Defined Benefit (Pension)
  • IND near Heat & Frost Insulators and Allied Workers Local 6 Pension Fund
  • IND ind #16701

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Healthcare & Social Assistance retirement plans → · Plans in West Virginia →

Retirement Plan for Employees of St. Mary's Medical Center in the asset neighbourhood

Essity North America Hrly Pension Plan for Collectively Bargained Ees at Menasha and NeenahEssity North America Hrly Pe…$154MChemtura Corporation Retirement PlanChemtura Corporation Retirem…$154MRetirement Plan for Employees of St. Mary's Medical CenterRetirement Plan for Employee…$154MHeat & Frost Insulators and Allied Workers Local 6 Pension FundHeat & Frost Insulators and …$154MSt. Luke's Health System Basic Pension PlanSt. Luke's Health System Bas…$154M
End-of-year total assets ($M) among Retirement Plan for Employees of St. Mary's Medical Center and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$138M
Net Assets (End of Year)$154M
Net Income$16M
Employer EIN550357050
Plan Effective Date1970-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (St. Marys Medical Center)

Sponsor-wide plan assets over time

All St. Marys Medical Center plans reported in each filing year

Latest sponsor-wide plan assets
$317M 21.184920156460777% vs 2022
2024 filing year
$240M$260M$280M$300M$320M$340M 202220232024 $262M $317M ▲ +21.2%
Year Plans Participants Total Assets
2022 2 4,414 $262M
2023 2 4,486 $302M
2024 2 4,321 $317M

Nearby Defined Benefit (Pension) Plans in West Virginia

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Retirement Plan for Employees of St. Mary's Medical Center vs. nearby Defined Benefit (Pension) plans in West Virginia, assets vs. participants Scatter plot of 6 data points. 05001000150020002500 100200300400500600 Total assets ($M) Participants Retirement Plan for Employees of St. Mary's Medical Center, Total assets ($M): 153.797221 · Participants: 907Retirement Plan for Employees of St. Mary's Medical CenterWest Virginia Laborers Pension Trust Fund, Total assets ($M): 555.630528 · Participants: 1965West Virginia Laborers Pension Trust FundI.U.O.E. Local 132 Pension Fund, Total assets ($M): 548.257437 · Participants: 1559I.U.O.E. Local 132 Pension FundUnited Mine Workers of America 1985 Construction Workers Pension Plan, Total assets ($M): 447.078317 · Participants: 234United Mine Workers of America 1985 Construction Workers Pension PlanEmployer - Teamsters Local Nos 175 & 505 Pension Trust Fund, Total assets ($M): 419.92467 · Participants: 1453Employer - Teamsters Local Nos 175 & 505 Pension Trust FundMaryland Electrical Industry Pension Plan, Total assets ($M): 267.765025 · Participants: 1667Maryland Electrical Industry Pension Plan
Retirement Plan for Employees of St. Mary's Medical Center vs. nearby Defined Benefit (Pension) plans in West Virginia, assets vs. participants

Retirement Plan for Employees of St. Mary's Medical Center's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside West Virginia, the nearest Defined Benefit (Pension) by assets is Heat & Frost Insulators and Allied Workers Local 6 Pension Fund in MA ($154M); by covered participants it is Community Hospital of the Monterey Peninsula Retirement Plan in CA (907 participants). Same-state nearby plans are listed separately above.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Retirement Plan for Employees of St. Mary's Medical Center assets move in 2023?
Retirement Plan for Employees of St. Mary's Medical Center grew at a solid clip - up 11.6% during 2023, from $138M to $154M. Reported net income was $16M.
How have St. Marys Medical Center plan assets changed over time?
Across 3 plan years on file (2022-2024), St. Marys Medical Center's sponsor-wide assets grew 21.2%, from $262M to $317M.
Where does Retirement Plan for Employees of St. Mary's Medical Center rank by assets among Form 5500 filers?
Retirement Plan for Employees of St. Mary's Medical Center ranks in the 94th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Retirement Plan for Employees of St. Mary's Medical Center?
Among Defined Benefit (Pension) plans in other states, the closest by assets is Heat & Frost Insulators and Allied Workers Local 6 Pension Fund in MA ($154M, 564 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Retirement Plan for Employees of St. Mary's Medical Center?
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Community Hospital of the Monterey Peninsula Retirement Plan in CA (907 participants, $704M in assets).